WG

Winton Group Portfolio holdings

AUM $2.9B
1-Year Est. Return 27.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.75B
AUM Growth
+$368M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,497
New
Increased
Reduced
Closed

Top Buys

1
+$38.1M
2
+$34.4M
3
+$31.7M
4
MBB icon
iShares MBS ETF
MBB
+$24.8M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$18.3M

Top Sells

1
+$13.1M
2
+$9.87M
3
+$9.33M
4
AAPL icon
Apple
AAPL
+$7.81M
5
TREX icon
Trex
TREX
+$5.71M

Sector Composition

1 Financials 15.87%
2 Consumer Discretionary 12.22%
3 Technology 11.16%
4 Healthcare 9.74%
5 Industrials 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.06M 0.06%
19,567
-3,045
427
$1.05M 0.06%
72,304
-1,019
428
$1.05M 0.06%
84,318
-24,715
429
$1.05M 0.06%
34,334
-6,831
430
$1.05M 0.06%
28,470
-12,495
431
$1.05M 0.06%
3,719
+1,054
432
$1.04M 0.06%
76,189
+8,693
433
$1.04M 0.06%
17,158
+3,529
434
$1.04M 0.06%
6,103
-493
435
$1.04M 0.06%
18,828
+525
436
$1.04M 0.06%
115,533
-4,754
437
$1.04M 0.06%
9,729
-3,047
438
$1.04M 0.06%
34,017
+237
439
$1.04M 0.06%
8,940
+205
440
$1.04M 0.06%
+36,068
441
$1.04M 0.06%
5,225
-1,809
442
$1.04M 0.06%
+23,862
443
$1.03M 0.06%
+5,796
444
$1.03M 0.06%
26,893
+5,300
445
$1.03M 0.06%
17,143
-2,861
446
$1.03M 0.06%
+66,651
447
$1.03M 0.06%
41,855
+4,824
448
$1.03M 0.06%
+9,154
449
$1.03M 0.06%
63,228
-20,414
450
$1.03M 0.06%
18,721
-1,221
16 17
18
19 20